Lehman Brothers

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  Market Holds Rally, Investors Don’t Show Up

  By Gil Weinreich, AdvisorOne  |  June 12, 2013

  “You don’t get too many chances to get over 100% gain without inflation after only four years,” said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.

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  Do Incentives Really Motivate People?

  By Mark Tibergien  |  May 28, 2013

  I get a twisted kind of pleasure when good arguments cause me to reconsider my long-held beliefs. The recent book by Clayton Christensen, “How Will You Measure Your Life?” spurred such a transformation.

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  2013 SMA Managers of the Year Nominees: International/Global Equity

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this category—Thomas White and Harding Loevner—believe in boots on the ground and a four-step process for success in ADRs.

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  In Shift, Conservatives Line Up Against Big Banks

  By Gil Weinreich, AdvisorOne  |  April 12, 2013

  In the shifting alliances that are characteristic of politics, the presumed closeness of Republicans and Wall Street may be increasingly tested.

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  After Stockton, Economist Sees More Pain in California and Beyond

  By Gil Weinreich, AdvisorOne  |  April 5, 2013

  For a broader look at the municipal finance crisis affecting California and the nation, AdvisorOne spoke with Bill Watkins, a veteran economic forecaster.

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  S&P 500 Closes at Record High, Topping ’07 Mark

  By CHRISTINA REXRODE, Associated Press  |  March 28, 2013

  The S&P 500 closed at a new high, three weeks after the Dow obliterated its own closing record.

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  Cetera’s Barnaby Grist Leaving BD to Care for Family

  By John Sullivan, AdvisorOne  |  March 26, 2013

  Barnaby Grist, EVP of wealth management, preached that health and family come first to his team at Cetera, and now he’s putting the belief into practice.

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  New Hire Roundup: U.S. Bank Wealth Management Welcomes Mook

  By Marlene Y. Satter, AdvisorOne  |  March 6, 2013

  This week in new hires, David Mook joined U.S. Bank Wealth Management, and Sterne Agee welcomed Robert Mohs to its Chicago office.

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  SEC Budget Faces $108M Cut Under Sequester; House GOP Blasts SEC’s ‘Misplaced Priorities’

  By Melanie Waddell, AdvisorOne  |  February 27, 2013

  Republicans on the House Financial Services Committee criticized the agency Tuesday for “repeatedly failing to fulfill any part of its mission.”

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  Sallie Krawcheck: Top 10 Reasons It’s Bad to Pay Bankers in Stock

  By Joyce Hanson, AdvisorOne  |  February 6, 2013

  Krawcheck says it’s time for large banks’ boards to come up with new payment strategies for executives, such as bonds, “which are fundamentally risk-discouraging.”